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Municipal Finance Director

Company: CLA (CliftonLarsonAllen)
Location: Estero
Posted on: April 10, 2021

Job Description:

Role Overview:
CLA Professional Search has been retained by The Village of Estero, FL to identify a Finance Director to serve their community. The Finance Director of the Village is responsible for planning, organizing, staffing, directing, coordinating, reporting and budgeting Village finances, including the administration of the central accounting system, public funds and data processing functions.
Does This Sound Like You?
Does your current role challenge to do your best work of your life AND to leave lasting, transformational impact on others around you every day? Do you feel a strong sense of togetherness with your team and a commitment to a greater purpose?
If you are you a mission-driven, municipal finance professional who believes you can leave a lasting impression on the world through what you do every day, we'd like to talk to you!
About Our Client:
The name Estero is Spanish for estuary - where the river meets the sea - and until the 1970's much of the settlement and development in Estero was near the Estero River, then called Estero Creek.
In the early days, Estero was a major citrus producing area. The first homesteader is reported to be Gustave Damkohler who in 1882 farmed citrus along the Estero River and then used the river to ship his harvests north via the Gulf of Mexico. The Koreshans were able to incorporate 110 square miles into the Town of Estero in 1904. The municipality stretched from a mile north of today's Gladiolus Drive in south Fort Myers to a mile north of Bonita Beach Road in Bonita Springs and included all of today's Lovers Key State Park and the Town of Fort Myers Beach. The Town of Estero was later abolished in 1907.
Fast forward to 2001-02---Estero had become the epicenter of growth. This is when Don Eslick, Neal Noethlich and a number of others decided to form the Estero Council of Community Leaders (ECCL) to address residents' concerns and suggestions for how the community should continue to grow. The ECCL, the Estero Community Planning Panel and Estero Design Review Committee established the architectural and landscaping guidelines which define Estero today. The attractive buildings and landscaping encompassing Coconut Point Mall, Lowes and Walmart are all prime examples of Estero's high development standards.
In July 2013, the ECCL, then chaired by Nick Batos, initiated incorporation efforts. Thirty-three community meetings were completed, Rep. Ray Rodrigues hosted two Town Hall meetings attended by over 3,000 Estero residents, and 10,238 petitions were signed by residents indicating their wish to have an incorporation referendum on the ballot.On December 3, 2013, the Lee County Legislative Delegation approved Rep. Ray Rodrigues' local bill for an Estero incorporation referendum on the November 4, 2014, ballot.A resounding 86 percent of the Estero residents voted for incorporation which resulted in the 20 square mile community officially becoming the Village of Estero on December 31, 2014. On March 17, 2015, Batos was elected the Village's first mayor
What You'll Do:

  • Plans, organizes, supervises and directs the work of accounting, specialized work by employees involved in the timely maintenance of the municipal general ledger, receipt and disbursement of funds, budgetary control and various subsidiary accounts for the various departments and funds of the Village.
  • Maintains all official accounting records in conformance with generally accepted government accounting principles.
  • Develops and interprets fiscal policies, methods, and procedures for the performance of various departmental functions; establishes standards of performance against which individual employee performance may be measured; monitors and checks the maintenance of these standards.
  • Designs, implements, monitors and maintains effective internal controls system
  • Works with outside financial advisor to obtain financing of major capital projects. Provides direction on debt structures of capital borrowing. Negotiates agreements with financial institutions for services.
  • Compiles annual budgets and submits them to the Village Manager; provides information on annual budget requests as required; prepares quarterly financial reports to Village Manager, Department Heads and Council, prepares budget materials at the Village Manager's direction for consideration by Village Council.
  • Prepares and submits annual budget for the Government Finance Officers Association (GFOA) award of Distinguished Budget Presentation.
  • Prepares and directs the annual audit including issuance of Comprehensive Annual Financial Report (CAFR) and submits the CAFR to the GFOA for a Certificate of Achievement for Excellence in Financial Reporting.
  • Maintains an oversight of overall Village expenditures.
  • Collects and disburses all Village funds in accordance with established policies and procedures
  • Provides short and long-term financial forecasts. Monitors the Village's long-term financial plans to include a 5-year Capital Improvement Budget with input by the Village Departments from the direction given by the Village Manager and Village Council.
  • Provides technical assistance to department directors and other staff as needed for processes that involve or may influence a financial transaction.
  • Acts as designated investment officer of the Village and is responsible for investment decision activities, under the direction of the Village Manager and reinvestment of excess and required funds; plans for adequacy of cash on hand; responsible for cash and investment management.
  • Manages procurement services and approval of goods and services disbursement within budgetary appropriations.
  • Makes recommendations to Village Manager as deemed appropriate for the efficient, ethical and economically prudent operation of the Village.
  • Completes public presentation of financial data to Village Council, civic groups or others as required .
  • Makes personnel decisions for the department, including hiring, training, disciplining and termination; enforces and educates employees in the Village's personnel and other policies.
    The Finance Director will have the following qualifications:
    • Bachelor's Degree in Accounting or Finance, Master's Degree preferred
    • Minimum of eight (8) years of progressive management experience in financial administration with other governmental unit(s) within the United States
    • Certified Public Accountant (CPA), and/or Certified Public Finance Officer (CPFO), and/or Certified Government Finance Officer (CGFO), preferred.
    • Demonstrate knowledge of the laws, policies and accounting principles governing municipal finance
    • Possess knowledge of municipal bonds, contracts and legally available investment opportunities
    • Demonstrate the ability of preparing complex financial statements and reports including an annual budget and fiscal year-end Comprehensive Annual Financial Report (CAFR)
    • To make effective oral and written presentations of complex financial information
    • To direct and supervise the work of others, both employees and contractors

Keywords: CLA (CliftonLarsonAllen), Cape Coral , Municipal Finance Director, Accounting, Auditing , Estero, Florida

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